Sage 100

PO Auto Generate From Sales Order questions - customer currently testing upgrade from 4.3 to 4.5: They use Zmfgname items for drop ship orders, and put the part number in the comment field on the sales order. This works fine if the create a PO of type drop ship and point it at the sales order. If they try to generate POs from Sales Order, it creates a SEPARATE drop ship PO for each line item. If you check Summarize Drop Ship Lines by Vendor, then (1) you lose the SO comments and (2) all the lines get consolidated into one since the same Zmfgname part number is used for all lines, so that option doesn't work for this customer. Am I missing something, or is the design missing a flag that says ""create one PO per vendor per sales order""?? Second issue - the auto generate screen includes options for miscellaneous and special items. How do you assign a vendor to those item types? Even if I populate the vendor field on the SO line item, when I click Generate PO it tells me ""No purchase orders were generated for this sales order.

I think it's missing the create one PO per Vendor option - which would be nice. In 4.5 - you can assign Vendor numbers for Misc items in the setup.

@Diane - I found a KB Article (https://partners.sagenorthamerica.com/irj/go/km/docs/sageKM/Sage%20MAS%2090%20and%20200/Gated%20Customers/Warr_Svc_Support%20Plan/538771.html) that says if you fill in the vendor field and PO Req Date in the sales order line for a misc item it will generate a PO, but it does not appear to work. Is that what you meant by assigning a vendor? I do not see a vendor field in the misc item screen.

My apologies...I was thinking of the Vendor Item number. You are right - I just tested and even if I put the Vendor number in the detail line - it did not generate a PO for the item.

obviously not working as stated. even if you assign the vendor number on the SO line the PO does not get generated. from the what's new section... Assign Vendors to Miscellaneous/Special Items: You can now select a vendor number for miscellaneous and special items so that a purchase order can be automatically generated for these item types. For regular inventory items, this field defaults to the items primary vendor but can be changed. For previously entered sales orders, the Vendor Number field will be blank.

OK, this is bizarre. Finally got around to calling Sage about this. Support person asked if the behavior was the same from the Auto generate screen in PO Main as it was from the generate PO button in SO. I had not tested this before, so I did, and discovered that the default settings had NOT SAVED the selection of the checkboxes on Special & Miscellaneous Item Types to Generate. This time when I checked them it did save the defaults, and the Generate PO button did work correctly for a misc item.

but mine still doesn't create the PO from the Sales order when you generate a PO on the ""total"" panel. It will generate the PO when done from the PO module.

@alanniergarth - check the Defaults screen in the PO Auto Generate From Sales Orders screen.

On the PO Auto Generate DEFAULTS screen - specifically check the Summarize Drop Ship Lines by Vendor Select this check box to include items that appear multiple times on the same sales order with the same vendor in one drop-ship purchase order. Clear this check box to create a purchase order for each item. This field is available only if an option other than No is selected at the Include Drop Ship Lines field.

That doesn't quite work the way you would expect - the only way to get one drop ship PO per order is to create a drop ship PO on the PO side and point it at the sales order. Also, if the customer uses misc items which are actually different products specified in the description, it merges them into one item while putting other line items on separate POs. Intelligent design it is NOT.

Ahh...the default settings button. Missed it before. thanks for pointing it out!